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LSVAX vs NAESX
LSVAX vs NAESX Comparison
Open Charts LSVAX vs NAESX
Loomis Sayles Small Cap Value Admin
Price$16.07
Change-$0.77 (-4.57%)
VolumeN/A
Net Assets299.83M
Vanguard Small Cap Index I
Price$96.20
Change-$4.90 (-4.85%)
VolumeN/A
Net Assets153.45B
LSVAX vs NAESX Comparison Chart
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LSVAX vs. NAESX commentary
Apr 07, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is LSVAX is a Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. LSVAX (300M). NAESX pays higher dividends than LSVAX: NAESX (1.39) vs LSVAX (0.00). LSVAX was incepted earlier than NAESX: LSVAX (27 years) vs NAESX (65 years). LSVAX (1.47) is less costly to investors than NAESX (0.17). LSVAX has a lower initial minimum investment than NAESX: LSVAX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : -9.21 vs. LSVAX (-21.69). NAESX return over 5 years is better than : 91.51 vs. LSVAX (2.68).
| LSVAX | NAESX | LSVAX / NAESX | |
| Total Expense Ratio | 1.40 | 0.17 | 824% |
| Annual Report Gross Expense Ratio | 1.47 | 0.17 | 865% |
| Fund Existence | 27 years | 65 years | - |
| Gain YTD | -15.377 | -16.384 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 300M | 153B | 0% |
| Annual Yield % from dividends | 0.00 | 1.39 | - |
| Returns for 1 year | -21.69 | -9.21 | 235% |
| Returns for 3 years | -32.19 | -3.54 | 908% |
| Returns for 5 years | 2.68 | 91.51 | 3% |
| Returns for 10 years | -53.81 | 70.29 | -77% |
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